WEB DESIGN Management for companies "Paciolo" - document-payments-products-expiry date

Paciolo

Name of project is "Paciolo".

The scope is the management fiscal, economic, productivity and managerial of a company/association. We want to help users to manage all sectors of works. For example with our system our users can manage :
- products, production, loading and unloading goods
- documents, quotation, document of transport, invoice , customers, orders
- payments, expired payments and reminder
- communication with other people, assign tasks, create expire date, or simple messages to users

The most important requirements are : simplicity and facility to use, is very very important to project experience UI and UX. If you don't know this concepts, you can't partecipate to this contest.

This is a big project, after this 5 pages in this contest I must select a designer to continue to design other pages, but naturally I don't create new contest but assign the remaining work directly if we have found agreement. You can design starting from existing template and edit it if you prefere, or start from 0 and redesign it all. Naturally in future I must create template from your design, if existing one similar template is more more easy, but if we don't have it it is not a problem..
Now I explain the details of the project.
Every user after registration can create one "company" and manage it. User can create multiple companies, when
he works he, naturally, must only select which of his company he wants to manage. This part is most important
because an user can work with different companies, it has to be easy to change company. For example you can
insert one dropdown in your template where the user can change the company  opening a selectbox .How the user
can do this, is your choice.
Another most important point are the notifications, they could be like there in facebook, but this point we will go
further on.
I think one setup like there in facebook, a  nav bar with notifications-setup- select company and logo , with one
structure at 3 columns, 1 for the sidebar and the quickly link, the central column with the main content, and the
right column with more specif informations or that supports  central column ( I will better  explain  this concept).
 
Now I will start talking about our 5 pages.
STATUS BOARD PAGE
This page is the most important of this project. I want that when an user open this page they must understand
immeditalty what happening and what it is. Are there expired payment? Are there messages? Are there task with
expiry date, or where the expiry is near? What are other users (workers of the same company) doing or what did
they do?
I image a page similar to the news feed of facebook. In this page we can have different type of "status", naturally
the order depend from importance, for example, an expired payment and not paid is VERY important, a task
assigned to me and with tomorrow expiry date is important, etc etc.
 
I don't want show all informations immediatly for every status, but if user want to load other informations we must
find a simple way to show it. Naturally we DON'T change page, but we can open informations with popup, overlay,
lightbox, or other.. I don't request now what I like, because I want that you find best solution.
From this page :
1) User can create a status (similar fb) with text, attachments, images, etc.
- While he is writing a text user can "tag" with @ similar to fb. User can tag other users who has the access at the
same selected company,he can tag invoice and customers. Like fb, when you digit "@" a dropdown opens and
while you are writing a result is filtered.
- User can insert the hashtag after digit #word
- User can set visibility privacy (view to all , only tagged, only me)
 After the creation of the status described below, if there are tagged persons, they will have a notification exactly
like fb. For example: "Paul tagged you in one status".
There are different types of status :
1) TODO STATUS , when we create this type of status we can set this status how "Done" or "NOT Done" . For
example I want that my secretary calls a costumers, so I create a new status todo with a text like this "hi
@patricia please call costumer X now" . This is what will happen after :
 

In news feed we will have a new status (with avatar, hours, etc.) and have a button with 2 status "done" and "to
do" , naturally default is "not do". Now Patricia in this example receive the notification :"You have one new todo
status". When patricia open her status board , after finished her task she can change the flag and set "DONE" at
status.
 
2) DATE STATUS
Similar basic status, and in the news feed we must evidence the expiry date.For example I create a date status
"@Patricia monday do not call me" with selected date 20/12/2017 . Patricia, will read in her status list,this status
and when the expired date is near we create more evidence, the next day naturally this status will be not important
so we can show it with less importance (in the end of list).
 
3) DATE EXPIRED STATUs
This status is a mix between to do-status and date-status , is useful when we have to assign a task or we have to
ask for operations  before a specific date. For example "@Patricia before monday finish the report and send it to
me by mail".
 
Naturally Patricia in her status list have this status, when the expired date is near we show with more evidence, if
Patricia finished this task she will set "DOne , default similar to do-status is setted "to do" , another difference with
date status is after expired date we continue to show this status with more evidence (because is expired and
Patricia haven’t done it.)
 
There exist also an other status  created automatically. For example "@Patricia created @invoice 55 ".
 
Every status can accept comment, like facebook. Default load last 5 comments, but with a link "load other". In
comment we can also tag people.
Every status have another button,  similar "like" of facebook, but in our system we call it "Okey". Okey can be
selected 1 time for every user. The button "to Do" or "done" can be selected 1 time for every user. We can have
one status for example with "10 Okey" , in this case 10 different user clicked "okey". We must show this.
We must create also a filter for the search status. For example I want to show all status where is tagged
"@Patricia" , or all status "to do ". or other types of filter.
 
In status every user has got an avatar like in facebook.
You have to decide what we have to show in the right column. For example we can separate types of status,
show comment on the right when click on the status or show informations of tagged (for example when a custumer
is tagged and you click, on the right all informations will load: status of payments, statistics, etc etc).It is your
choice, I don't know how it could be more usefull.
 

DOCUMENT LIST
In this page we show the list of all documents created. There are different types of documents, for example
quotation , document of transport, invoice, invoice proforma. Every document has naturally in the list this fields :
Name of document (invoice, quotation) , date, number, customer, comment, tot document, remaining to paid,
status.
 
I like find a solutions to load the most important data of documents, for example address customers, list of
payments, list of products. For example we can insert the list on the central column, and after click on the rows we
load the data in the right column. For every document we can enable the buttons “generate” , “clone” , “print” ,
“edit”, “share”.
When we create a document we create also a status (I wrote before) ,in this page it would be nice loading that
status so that other user can insert comments (and tag peaple). For example we have a list of 10 invoice, click on
a row, on the right ther will be opened other informations and status board WHERE is tagged this document, then
comment last status and write “@patricia please print this invoice and send to customer”.
 
We can re-use the same filter of status board to search or filter documents, for example we can select date start-
date end, customers, status (paid or not paid) or other type of filter
 
DOCUMENT PAGE
From this page we can create a document, generally, for every document we have fixed section:
Global :
-       Selection customers (we can create new customers, or search in db with some filter, name, vat , cod fisc, etc
-       Date
-       Number
-       Numeration
 
Row of documents :
-       In this part we can insert all rows of documents, all products or services. For example we can search
products in our db or create a void row and insert manually this value : code- description- quantity- price-discount-
vat-amount
After created new rows we can naturally edit or remove them.
 

Payments :
-       From this tab/part we can select one specific mode of payments, we have 2 ways : select existing type of
payments or add them manually. In this section we must decide when user must pay, for example I have one
invoice of 1000,00 € and I want to add one expiry date of 400,00 € at 30/12/2017 , and another 600,00 at
15/01/2018 . In this case I create manually 2 rows with 2 dates (and other fields , example wallet, coordinate,
amount, status (paid or not paid). If I select existing payment from selectbox I will select automatically X expire
dates .For example I have a type of payment named “60-90 days” , then automatically it will be create two new
rows with 2 expiry dates , the first after 60 days, the second after 90 days.
 
Address :
-       Every document have 2 type of addresses (address, city, zip, state, prov) , the first is the reference of who
buys , and the second address is the address of the shipment” , generally are the same value.
 
Transport :
-     there  Are 6 field , example date + time , or number of products, or weigth
Naturally we must evidence always the price, with and without vat.
 
You can take example from our screenshots.
 
ACCOUNT BALANCE
Account balance page contains the list of transaction with following details:
1. Date
2. Document Name
3. Description
4. Wallet.
5. Payment mode
6. payment in  (open edit popup when click )
7. Payment out  (open edit popup when click ) (have to show this in Red color)
 
Also in this page we need filter , for example I want to filter all transactions of @customers , or of specific @wallet .
From this page we can create positive transaction, negative transaction or transfer money from 2 wallet. When we
create a positive/negative transaction then we must select : Amount – date – wallet – modality -
 

 EDIT PRODUCT
From this page we can edit a single product.
There are a section with basic details, for example description, category, subcategory, code, price, vat, unit
measure, note. Another section where I can upload images.
 
Another section is the "last movimentations" from warehouse, from this section I can view the last
movimentantions, I can edit this, add one positive or negative movimentation with this field "date, customer, object
and quantity". I can also "set" specific quantity in specific date.
 
Another section is "production". In this section I can :
1) set products that composed the product , example "one table is composed from 4 wood feet , and 1 table wood,
in this section I must select subproduct, quantity, unit measure, and price.
2) add movimentation from production, example today my company have product 10 table, then I "add 10 table",
my system automatically substract 40 feet wood and 10 table wood; naturally in movimentation product I will have
"+10 table".
 
THE MOST IMPORTANT software where we can take example is "danea software", it is not a webapp , but it is
very very easy to use, and also to complete. https://www.danea.it/software/easyfatt/ .
 
 
IMPORTANT
If you want to work on existing website I can send you in private the link to better understand the project.

I want one style similar facebook. Clear and easy to use. One header and a template with 3 column, 1 sidebar, and 2 for content.

The easy to use, i not prefere change page when i must edit or add content. I like popup/overload/lightbox

most important is UI and UX